BERKLAND FOUNDATION INC (EIN 943207717) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

Kevin Heaney

Phone

5105499804

Tax Period

2023-01-01 to 2023-12-31

BERKLAND FOUNDATION INC, founded in 1994, is a small nonprofit in the Religion sector that reported $380K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $332K left a modest 13% surplus.

Mission

The foundation operates a study center promoting cultural and spiritual growth of persons living in the San Francisco Bay Area.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $149,822

Program Service Revenue $175,768

Investment Income $0

Other Revenue $54,336

TOTAL REVENUE $379,926

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $324,448

Other Expenses $331,950

TOTAL EXPENSES $331,950

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,926	$247,863	+0.5%
Expenses	$331,950	$239,879	+0.4%
Net Income	$47,976	$7,984	+5.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Heaney	President	4.0	Officer Director	$0	$0	$0
Mark Gibson	Chief Financial Officer	4.0	Officer Director	$0	$0	$0
Michael Pinto	Secretary	6.0	Officer Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$379,926	$331,950	$2,124,845	$47,976
2022	$247,863	$239,879	$2,054,046	$7,984
2021	$233,345	$234,589	$2,050,435	$-1,244
2020	$222,883	$221,464	$2,047,203	$1,419

BERKLAND FOUNDATION INC